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關於 Healthequity Inc 公司

HealthEquity, Inc. 致力於提供技術支持服務，幫助消費者做出醫療儲蓄和支出決策。該公司利用其技術管理消費者的稅收優惠健康儲蓄賬戶 (HSA) 和僱主提供的其他消費者主導福利 (CDB)，包括靈活支出賬戶和健康報銷安排 (FSA 和 HRA)，並管理綜合預算協調法案 (COBRA)、通勤和其他福利。它爲所有成員提供共同基金投資平臺和在線自動投資諮詢服務。它提供多個基於雲的平臺，其成員可以通過桌面或移動設備在線訪問，通過這些平臺，個人可以做出健康儲蓄和支出決策、支付醫療費用、比較治療方案和價格、獲得個性化福利和臨牀信息、獲得健康獎勵、增加儲蓄並做出投資選擇。

公司簡介

公司代碼HQY

公司名稱Healthequity Inc

上市日期Jul 31, 2014

CEOMr. Scott R. Cutler

員工數量3105

證券類型Ordinary Share

年結日Jul 31

公司地址15 W Scenic Pointe Dr Ste 100

城市DRAPER

上市交易所NASDAQ Global Select Consolidated

國家United States of America

郵編84020-6120

電話18017271000

網址https://healthequity.com/

公司代碼HQY

上市日期Jul 31, 2014

CEOMr. Scott R. Cutler

公司高階主管

名稱

名稱/職務

職務

持股

持股變動

Dr. Stephen D. (Steve) Neeleman, M.D.

Founder, Vice Chairman of the Board

838.54K

-0.12%

Mr. Robert W. (Bob) Selander

Independent Non-Executive Chairman of the Board

86.97K

+2.36%

Mr. Adrian T. Dillon

Independent Director

59.52K

+3.48%

Mr. James M. (Jim) Lucania

Executive Vice President, Chief Financial Officer

22.18K

-9.67%

Mr. Stuart B. Parker

Independent Director

21.45K

+10.30%

Ms. Gayle Furgurson Wellborn

Independent Director

19.73K

+11.30%

Mr. Rajesh Natarajan

Independent Director

13.89K

+16.85%

Mr. Elimelech Rosner

Executive Vice President, Chief Technology Officer

7.46K

-28.55%

Mr. Michael Fiore

Executive Vice President, Chief Commercial Officer

--

-100.00%

Ms. Debra McCowan

Independent Director

--

名稱

名稱/職務

職務

持股

持股變動

Dr. Stephen D. (Steve) Neeleman, M.D.

Founder, Vice Chairman of the Board

838.54K

-0.12%

Mr. Robert W. (Bob) Selander

Independent Non-Executive Chairman of the Board

86.97K

+2.36%

Mr. Adrian T. Dillon

Independent Director

59.52K

+3.48%

Mr. James M. (Jim) Lucania

Executive Vice President, Chief Financial Officer

22.18K

-9.67%

Mr. Stuart B. Parker

Independent Director

21.45K

+10.30%

Ms. Gayle Furgurson Wellborn

Independent Director

19.73K

+11.30%

收入明細

FY2026Q1

FY2025

FY2024

FY2023

FY2022

暫無數據

地區USD

名稱

營收

佔比

United States

330.84M

0.00%

業務

地區

暫無數據

股東統計

更新時間: 8月17日週日

持股股東

股東類型

持股股東

佔比

BlackRock Institutional Trust Company, N.A.

11.03%

The Vanguard Group, Inc.

9.81%

Wasatch Global Investors Inc

7.06%

Fidelity Management & Research Company LLC

5.14%

State Street Global Advisors (US)

3.68%

其他

63.28%

持股股東

佔比

BlackRock Institutional Trust Company, N.A.

11.03%

The Vanguard Group, Inc.

9.81%

Wasatch Global Investors Inc

7.06%

Fidelity Management & Research Company LLC

5.14%

State Street Global Advisors (US)

3.68%

其他

63.28%

股東類型

持股股東

佔比

Investment Advisor

51.28%

Investment Advisor/Hedge Fund

43.56%

Hedge Fund

5.68%

Research Firm

2.94%

Pension Fund

2.31%

Individual Investor

2.12%

Sovereign Wealth Fund

0.95%

Bank and Trust

0.89%

Family Office

0.37%

機構持股

更新時間: 7月1日週二

報告期間

機構數

持股數

持股佔比

持股變動

2025Q2

867

95.07M

109.93%

-2.96M

2025Q1

873

97.01M

112.17%

-311.68K

2024Q4

819

94.27M

108.77%

-1.87M

2024Q3

768

92.00M

105.37%

-3.88M

2024Q2

746

91.77M

105.48%

-2.24M

2024Q1

724

90.40M

104.92%

-2.42M

2023Q4

713

89.09M

103.82%

-6.26M

2023Q3

701

91.72M

107.11%

-1.49M

2023Q2

686

88.46M

103.50%

-10.66M

2023Q1

677

89.10M

105.08%

-7.49M

股東持股明細

名稱

持股數

佔比

持股變動

變動比例

公告日期

BlackRock Institutional Trust Company, N.A.

9.79M

11.33%

-133.80K

-1.35%

Mar 31, 2025

The Vanguard Group, Inc.

8.80M

10.18%

-153.85K

-1.72%

Mar 31, 2025

Wasatch Global Investors Inc

7.23M

8.37%

-279.71K

-3.72%

Mar 31, 2025

Fidelity Management & Research Company LLC

4.54M

5.25%

-608.06K

-11.82%

Mar 31, 2025

State Street Global Advisors (US)

3.28M

3.79%

+17.72K

+0.54%

Mar 31, 2025

Invesco Advisers, Inc.

2.35M

2.72%

+818.35K

+53.44%

Mar 31, 2025

Geode Capital Management, L.L.C.

2.14M

2.48%

+53.39K

+2.56%

Mar 31, 2025

Brown Advisory

1.93M

2.24%

-153.10K

-7.34%

Mar 31, 2025

Dimensional Fund Advisors, L.P.

1.53M

1.77%

-49.45K

-3.12%

Mar 31, 2025

ClearBridge Investments, LLC

1.85M

2.14%

-206.93K

-10.04%

Mar 31, 2025

持股ETF

更新時間: 8月2日週六

機構名稱

佔比

Motley Fool Mid-Cap Growth ETF

4.71%

Motley Fool Small-Cap Growth ETF

4.32%

Invesco Dorsey Wright Healthcare Momentum ETF

2.87%

SPDR S&P Health Care Services ETF

1.91%

Global X FinTech ETF

1.86%

Future Fund Long/Short ETF

1.6%

iShares U.S. Healthcare Providers ETF

1.43%

Thrivent Small-Mid Cap ESG ETF

1.33%

Harbor Health Care ETF

1.11%

ALPS Disruptive Technologies ETF

0.99%

Motley Fool Mid-Cap Growth ETF

佔比4.71%

Motley Fool Small-Cap Growth ETF

佔比4.32%

Invesco Dorsey Wright Healthcare Momentum ETF

佔比2.87%

SPDR S&P Health Care Services ETF

佔比1.91%

Global X FinTech ETF

佔比1.86%

Future Fund Long/Short ETF

佔比1.6%

iShares U.S. Healthcare Providers ETF

佔比1.43%

Thrivent Small-Mid Cap ESG ETF

佔比1.33%

Harbor Health Care ETF

佔比1.11%

ALPS Disruptive Technologies ETF

佔比0.99%

分紅派息

近5年累計派現 0.00 美元

公告日期

分紅計劃

股權登記日

現金發放日

除權除息日

暫無數據

拆合股

公告日期

類型

比率

暫無數據

公告日期

類型

比率

暫無數據

Healthequity Inc

87.420USD

Healthequity Inc

87.420

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